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637 hedge funds and large institutions have $13.6B invested in IDEX in 2025 Q2 according to their latest regulatory filings, with 76 funds opening new positions, 263 increasing their positions, 214 reducing their positions, and 72 closing their positions.

New
Increased
Maintained
Reduced
Closed

27% more call options, than puts

Call options by funds: $3.62M | Put options by funds: $2.84M

23% more repeat investments, than reductions

Existing positions increased: 263 | Existing positions reduced: 214

2.53% more ownership

Funds ownership: 99.65%102.18% (+2.5%)

6% more first-time investments, than exits

New positions opened: 76 | Existing positions closed: 72

0% more funds holding in top 10

Funds holding in top 10: 77 (0)

0% less funds holding

Funds holding: 638637 (-1)

0% less capital invested

Capital invested by funds: $13.6B → $13.6B (-$57.5M)

Holders
637
Holders Change
-1
Holders Change %
-0.16%
% of All Funds
8.39%
Holding in Top 10
7
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.09%
New
76
Increased
263
Reduced
214
Closed
72
Calls
$3.62M
Puts
$2.84M
Net Calls
+$779K
Net Calls Change
-$857K
Name Holding Trade Value Shares
Change
Change in
Stake
PNC Financial Services Group
176
PNC Financial Services Group
Pennsylvania
$4.77M -$277K -1,561 -5%
KK
177
KLP Kapitalforvaltning
Norway
$4.76M +$266K +1,500 +6%
RAM
178
Resona Asset Management
Japan
$4.71M +$373K +2,104 +9%
VOYA Investment Management
179
VOYA Investment Management
Georgia
$4.68M -$163K -918 -3%
Marshall Wace
180
Marshall Wace
United Kingdom
$4.64M -$66.1M -372,608 -93%
Vontobel Holding
181
Vontobel Holding
Switzerland
$4.5M -$77.1K -435 -2%
CF
182
Covea Finance
France
$4.46M +$1.31M +7,400 +41%
Nomura Asset Management
183
Nomura Asset Management
Japan
$4.33M +$36.2K +204 +0.8%
IPAM
184
ICICI Prudential Asset Management
India
$4.31M +$2.52M +14,200 +137%
FSA
185
Franklin Street Advisors
North Carolina
$4.24M
State of New Jersey Common Pension Fund D
186
State of New Jersey Common Pension Fund D
New Jersey
$4.19M -$144K -813 -3%
LF
187
Lansforsakringar Fondforvaltning
Sweden
$4.17M -$93.6K -528 -2%
Ohio Public Employees Retirement System (OPERS)
188
Ohio Public Employees Retirement System (OPERS)
Ohio
$4.12M +$25K +141 +0.6%
ASRS
189
Arizona State Retirement System
Arizona
$3.88M +$32.1K +181 +0.8%
BMSSC
190
B. Metzler seel. Sohn & Co
Germany
$3.88M +$2.81M +15,849 +254%
VF
191
Vest Financial
Virginia
$3.71M +$964K +5,438 +35%
SOMRS
192
State of Michigan Retirement System
Michigan
$3.61M
DnB Asset Management
193
DnB Asset Management
Norway
$3.61M -$14.9K -84 -0.4%
II
194
IFM Investors
Australia
$3.58M +$276K +1,557 +8%
Handelsbanken Fonder
195
Handelsbanken Fonder
Sweden
$3.53M -$124K -700 -3%
GIA
196
GHP Investment Advisors
Colorado
$3.43M +$481K +2,716 +16%
MIM
197
MetLife Investment Management
New Jersey
$3.38M -$74.3K -419 -2%
TAP
198
Tounjian Advisory Partners
Florida
$3.31M -$73.4K -414 -2%
Cerity Partners
199
Cerity Partners
New York
$3.28M +$639K +3,604 +24%
COPPSERS
200
Commonwealth of Pennsylvania Public School Employees Retirement System
Pennsylvania
$3.25M +$215K +1,211 +7%

IEX Hedge Fund Activity: Q2 2025 in Review

637 of the 7,595 institutional investors tracked by Wall St. Rank reported a position in IDEX (IEX) for Q2 2025, worth a combined $13.6B — down 0.42% from $13.6B a quarter earlier.

Buyers outnumbered sellers: 76 funds opened new IEX positions and 72 closed out — a net gain of 4 holders — while 263 added to existing stakes and 214 trimmed.

The largest buyer was Wellington Management Group, adding an estimated $216M. The largest seller was Pictet Asset Management, cutting an estimated $144M.

  • 637 institutional investors held IDEX (IEX) as of Q2 2025, down from 638 in Q1 2025.
  • Funds reported $13.6B of IDEX stock for Q2 2025, down 0.42% quarter-over-quarter.
  • 76 funds opened new IDEX positions in Q2 2025 and 72 closed out, a net change of +4 holders.
  • The largest IDEX buyer in Q2 2025 was Wellington Management Group, an estimated $216M added.
  • The largest IDEX seller in Q2 2025 was Pictet Asset Management, an estimated $144M sold.

Based on aggregated 13F filings for Q2 2025.